Raleigh NC Wealth Advisors Should Check Out This
CRM & Workflow Online Software
Do you want to boost your wealth advisory's productivity and client
servicing? Advisor Engine has the solution you've been looking for.
Advisor Engine of Raleigh, NC announces the launch
of its Junxure software for wealth management firms
and financial advisors.
The new system combines CRM and workflow
management into a single solution to help maximize a
firm’s productivity and profitability.
This solution is ideal if your wealth
management firm needs to optimize
daily workflow so your advisors can
dedicate more time to client servicing.
Junxure is suitable regardless of
your company's size as it can be
scaled according to bespoke
needs.
Junxure is cloud-based, meaning advisors can access it by simply
logging into an online portal—there is no need for downloads or
installations.
Aside from CRM functions, Junxure
also has a robust workflow
management system that allows
certain tasks to be automated.
Individual tasks can also be assigned to
your people, ensuring that no job falls
through the cracks.
You can integrate Junxure with portfolio management systems to
ensure timely and accurate capturing of client financial data.
You may sign up for a free 30-
day trial to test-drive the
software.
You may also request for a
recorded demonstration by
signing up through Junxure’s
website.
Learn more by visiting
the URL in the
summary.